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Manager, Legacy Giving

4 weeks ago


Hamilton, Canada Hamilton Health Sciences Foundation Full time

Hamilton Health Sciences Foundation provides vital funding to enable the best possible patient care. We inspire and motivate gifts that fund medical equipment and patient amenities, innovative research initiatives, essential redevelopment of clinical care spaces, and the education and training of health care providers.

As a registered charitable organization, we proudly support patients and families across south-central Ontario, and from outside the region, who receive specialized care at Hamilton Health Sciences including Hamilton General Hospital, Juravinski Hospital and Cancer Centre, McMaster Children’s Hospital, and St. Peter’s Hospital. The associated programs at the Regional Rehabilitation Centre, McMaster University Medical Centre and Ron Joyce Children’s Health Centre are also included. The Foundation is committed to the Donor Bill of Rights and to being a donor-centered organization. All members of The Foundation’s staff team support development activities by ensuring the maintenance of accurate records of information on the Raisers Edge database. Hamilton Health Sciences Foundation is committed to protecting the privacy of our donors and prospects.

This is an exciting time to join Hamilton Health Sciences Foundation as we build upon a strong foundation of our Culture Code that includes the values of respect, impactful and inspiring. We believe that relationships and partnerships are the basis of excellence in fundraising and have a vision to see a community of inspired and committed donors who embrace _**It’s Vital to Care. **_Every position in The Foundation contributes to a safe, inclusive environment for all through compliance with The Foundation’s diversity, equity and inclusion philosophy and patient and staff safety policies and procedures.

**Position Summary**:
Reporting to the Vice President, Development, the _**Manager, Legacy Giving**_ champions private sector support with a focus on relationships with individual donors who have a propensity to make a planned gift to The Foundation in their will or through other planned giving instruments such as life insurance or trusts.

As the lead and champion for Legacy Giving, the Manager will work closely with colleagues across The Foundation on approaches and opportunities that build awareness and inspire donor support. The Manager will work closely with Development teams as a mentor and strategist to incorporate planned giving as a part of ongoing donor discussions. Across the matrix of the organization, this role will collaborate with the Annual Giving Program to create synergies for both programs as well as the Marketing and Communications team to promote and market Legacy Giving.

As dedicated fundraising professional, the Manager, Legacy Giving proactively manages an assigned portfolio of donors and is responsible for building strong and productive relationships to maximize revenue generation opportunities through both future planned and current gifts.

This role is also responsible to coordinate activities with partners such as allied professionals, volunteers, consultants and service providers affiliated with Legacy Giving and is required to function independently, exercising a considerable amount of initiative, innovation and resourcefulness to achieve strategic and impactful outcomes to realize The Foundation’s goals.

**Specific responsibilities include, but may not be limited to**:

- Fundraising & Relationship Management_
- Develop and manage an assigned portfolio of prospective and planned giving donors through the donor cycle to build engaged relationships that will yield longer term benefits
- Proactively build a prospect pipeline through contacts identified from portfolio, The Foundation staff, grateful patient, donors and volunteers
- Work collaboratively with internal staff in the area of Legacy Giving to ensure a seamless and donor-centered experience, internally and externally
- Ensure prompt response to all internal and external inquiries and facilitate processes according to The Foundation policies and protocol
- Work to achieve fundraising results that meet annual expectations for assigned portfolio of donors and prospects
- Prepare compelling and strategic fundraising materials including, but not limited to, briefing notes, proposals, letters, reports, acknowledgements, speaking notes and impact updates
- Maintain donor and prospect records including: entering and maintaining solicitation and donor information, call reports, up to date address and key contact information
- Working in collaboration with VP, Finance and the Corporate Services team, ensure the tracking and fulfillment of pledges, donor recognition activities, receipting and timely acknowledgement
- Organize and coordinate cultivation and stewardship activities such as meetings, tours and events
- Legacy Giving_
- Collaboratively establish and implement the Legacy Giving’s objectives and annual goals, including business planning and associa


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